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Glass Jacobson Investment Advisors llc: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glass Jacobson Investment Advisors llc on LQD, newest first. How the timeline and the estimate are built.

Glass Jacobson Investment Advisors llc held 2,633 LQD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,633 shares
    Change vs previous 13F +734 shares

    0.09% of the 13F portfolio, value $287,151.

    13F-HR 0001964394-26-000003 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,899 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $207,022.

    13F-HR 0001964394-26-000002 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,889 shares
    Change vs previous 13F +288 shares

    0.07% of the 13F portfolio, value $208,127.

    13F-HR 0001964394-26-000001 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,601 shares
    Change vs previous 13F +43 shares

    0.06% of the 13F portfolio, value $178,413.

    13F-HR 0001964394-25-000005 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,558 shares
    Change vs previous 13F -856 shares

    0.07% of the 13F portfolio, value $170,732.

    13F-HR 0001964394-25-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,414 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $257,912.

    13F-HR 0001964394-25-000002 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,414 shares
    Change vs previous 13F +1,542 shares

    0.08% of the 13F portfolio, value $257,912.

    13F-HR 0001964394-25-000001 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 872 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $98,519.

    13F-HR 0001964394-24-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).